Statement of the Problem: Describe the performance problem that seems to require an intervention.
Work Environment: Define culture, department responsibilities, or inputs/outputs. Describe all factors that may influence performance.
Target Audience: Describe employees involved by job roles, estimated current performance level, and estimated required performance level.
Sponsor: Describe champion, who is the senior-level person committed to the performance improvement and will stand behind the effort if a setback or problem arises.
Performance Improvement Goal: Write overall anticipated benefits and changes to individuals.
Measures of Success: Write anticipated benefits and changes to organization and department.
Conduct performance analysis
Conduct organizational analysis
Complete organizational analysis survey
Conduct environmental analysis
Analyze organizational environment
Analyze work environment
Analyze work
Analyze worker
Conduct gap analysis
Identify the gaps
Prioritize the gaps that are identified
Conduct cause analysis
Identify the driver or cause of the performance gap
Classify the driver or cause by determining where it originates within Rothwell's classification of the environment of human performance (organizational environment, work environment, work, worker)
Prioritize the driver or cause according to high or low impact on the performance environment
Conduct performance analysis